August 2026
Listed Infrastructure podcast series: The risk-adjusted opportunity that’s better than index funds
In 2026, Resolution Capital is partnering with The Australian Investors Podcast for an educational series focusing on Global Listed Infrastructure.
In the first episode, Resolution Capital Global Listed Infrastructure Portfolio Manager, Mark Jones, examined why our team believes electricity utilities may be the real AI winners, covering energy demand, US re-shoring, risks and top investment ideas. If you missed it, click here to catch up on episode one.
In episode two, Mark Jones discusses why Listed Infrastructure may offer inflation protection, stronger earnings visibility and a better risk-adjusted investing case than many investors assume.
Watch below or listen on:
Key points covered:
- Why Global Listed Infrastructure presents such a compelling risk-adjusted opportunity right now
- What is Listed Infrastructure and what does the investment universe universe look like
- Passive Listed Infrastructure index ETF limitations and why active has been outperforming
- AI and infrastructure
- Interest Rate Sensitivity
- Resolution Capital portfolio examples
Disclaimer:
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